Vernon Perry is a CFA-designated registered investment advisor at Sarofim International Management CO, based in Houston, TX, with 20 years of industry experience. Vernon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60M+ | 0.20% |
Schedule applies to Large Capitalization Equity Product, Concentrated Equity Product, Equity Income Product, and the Equity Portfolios of Balanced Accounts. Global Equity and International Equity Products have a different schedule: First $50M: 0.60%, Next $50M: 0.40%, Over $100M: 0.30%. Fixed income securities: 0.20%.
Fee Estimator
Location
Two Houston Center, 2907, Houston, TX, 77010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fayez Sarofim & CO.
Sarofim Trust CO
Sarofim International Management CO
Previous Registrations
Patriot Wealth Management, INC.
Lexington Asset Management, INC.
Stanford Group Company
State Registrations1 state
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